← PostgreSQL + Salesmate integrations

Add Contact with Salesmate API on New Table from PostgreSQL API

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Trigger workflow on
New Table from the PostgreSQL API
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Add Contact with the Salesmate API
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Getting Started

This integration creates a workflow with a PostgreSQL trigger and Salesmate action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Table trigger
    1. Connect your PostgreSQL account
    2. Configure Polling Interval
    3. Select a Schema
  3. Configure the Add Contact action
    1. Connect your Salesmate account
    2. Optional- Configure First Name
    3. Configure Last Name
    4. Select a Owner
    5. Optional- Configure Mobile
    6. Optional- Select a Company
    7. Optional- Configure Email
    8. Optional- Configure Website
    9. Optional- Configure Google Plus Handle
    10. Optional- Configure LinkedIn Handle
    11. Optional- Configure Phone
    12. Optional- Configure Other Phone
    13. Optional- Configure Skype Id
    14. Optional- Configure Facebook Handle
    15. Optional- Configure Twitter Handle
    16. Optional- Select a Currency
    17. Optional- Configure Designation
    18. Optional- Configure Billing Address Line 1
    19. Optional- Configure Billing Address Line 2
    20. Optional- Configure Billing City
    21. Optional- Configure Billing Zip Code
    22. Optional- Configure Billing State
    23. Optional- Configure Billing Country
    24. Optional- Configure Description
    25. Optional- Select one or more Tags
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger

Description:Emit new event when a new table is added to the database. [See the documentation](https://node-postgres.com/features/queries)
Version:2.0.6
Key:postgresql-new-table

PostgreSQL Overview

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Trigger Code

import common from "../common.mjs";

export default {
  ...common,
  name: "New Table",
  key: "postgresql-new-table",
  description: "Emit new event when a new table is added to the database. [See the documentation](https://node-postgres.com/features/queries)",
  version: "2.0.6",
  type: "source",
  props: {
    ...common.props,
    schema: {
      propDefinition: [
        common.props.postgresql,
        "schema",
      ],
    },
  },
  async run() {
    const previousTables = this._getPreviousValues() || [];

    const tables = await this.postgresql.getTables(this.schema);

    const newTables = tables.filter((table) => !previousTables.includes(table));
    for (const table of newTables) {
      const meta = this.generateMeta(table);
      this.$emit(table, meta);
    }

    this._setPreviousValues(tables);
  },
};

Trigger Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
PostgreSQLpostgresqlappThis component uses the PostgreSQL app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling Intervaltimer$.interface.timer

Pipedream will poll the API on this schedule

SchemaschemastringSelect a value from the drop down menu.

Trigger Authentication

PostgreSQL uses API keys for authentication. When you connect your PostgreSQL account, Pipedream securely stores the keys so you can easily authenticate to PostgreSQL APIs in both code and no-code steps.

Connecting to Restricted Databases

Either enable the shared static IP for this account below, or configure a VPC to deploy any workflow in your workspace to a private network with a dedicated static IP. Learn more in our docs.

SSL Setup

Configure SSL on your PostgreSQL database by providing the CA (Certificate Authority), and choosing between Full Verification, Verify Certificate Authority (CA), or Skip Verification. Skipping verification is not recommended as this has serious security implications.

About PostgreSQL

PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.

Action

Description:This API is used to add a contact. [See docs here](https://apidocs.salesmate.io/#b768facc-930f-4f93-b9a7-a26a0875b6b0)
Version:0.0.1
Key:salesmate-add-contact

Salesmate Overview

The Salesmate API enables automation of CRM-related tasks within the Salesmate platform. By leveraging this API on Pipedream, you can craft serverless workflows that interact with Salesmate data, such as contacts, deals, and activities. This allows for seamless integration of Salesmate with other services to enhance sales processes, enable real-time data updates, and trigger custom actions based on specific events within your CRM.

Action Code

import { defineAction } from "@pipedream/types";
import salesmate from "../../app/salesmate.app.mjs";
export default defineAction({
    name: "Add Contact",
    version: "0.0.1",
    key: "salesmate-add-contact",
    description: "This API is used to add a contact. [See docs here](https://apidocs.salesmate.io/#b768facc-930f-4f93-b9a7-a26a0875b6b0)",
    type: "action",
    props: {
        salesmate,
        firstName: {
            propDefinition: [
                salesmate,
                "firstName",
            ],
            optional: true,
        },
        lastName: {
            propDefinition: [
                salesmate,
                "lastName",
            ],
        },
        owner: {
            propDefinition: [
                salesmate,
                "owner",
            ],
        },
        mobile: {
            propDefinition: [
                salesmate,
                "mobile",
            ],
            optional: true,
        },
        company: {
            propDefinition: [
                salesmate,
                "company",
            ],
            optional: true,
        },
        email: {
            propDefinition: [
                salesmate,
                "email",
            ],
            optional: true,
        },
        website: {
            propDefinition: [
                salesmate,
                "website",
            ],
            optional: true,
        },
        googlePlusHandle: {
            propDefinition: [
                salesmate,
                "googlePlusHandle",
            ],
            optional: true,
        },
        linkedInHandle: {
            propDefinition: [
                salesmate,
                "linkedInHandle",
            ],
            optional: true,
        },
        phone: {
            propDefinition: [
                salesmate,
                "phone",
            ],
            optional: true,
        },
        otherPhone: {
            propDefinition: [
                salesmate,
                "otherPhone",
            ],
            optional: true,
        },
        skypeId: {
            propDefinition: [
                salesmate,
                "skypeId",
            ],
            optional: true,
        },
        facebookHandle: {
            propDefinition: [
                salesmate,
                "facebookHandle",
            ],
            optional: true,
        },
        twitterHandle: {
            propDefinition: [
                salesmate,
                "twitterHandle",
            ],
            optional: true,
        },
        currency: {
            propDefinition: [
                salesmate,
                "currency",
            ],
            optional: true,
        },
        designation: {
            propDefinition: [
                salesmate,
                "designation",
            ],
            optional: true,
        },
        billingAddressLine1: {
            propDefinition: [
                salesmate,
                "billingAddressLine1",
            ],
            optional: true,
        },
        billingAddressLine2: {
            propDefinition: [
                salesmate,
                "billingAddressLine2",
            ],
            optional: true,
        },
        billingCity: {
            propDefinition: [
                salesmate,
                "billingCity",
            ],
            optional: true,
        },
        billingZipCode: {
            propDefinition: [
                salesmate,
                "billingZipCode",
            ],
            optional: true,
        },
        billingState: {
            propDefinition: [
                salesmate,
                "billingState",
            ],
            optional: true,
        },
        billingCountry: {
            propDefinition: [
                salesmate,
                "billingCountry",
            ],
            optional: true,
        },
        description: {
            propDefinition: [
                salesmate,
                "contactDescription",
            ],
            optional: true,
        },
        tags: {
            propDefinition: [
                salesmate,
                "tags",
            ],
            optional: true,
        },
    },
    async run({ $ }) {
        const { salesmate, ...data } = this;
        data.tags = data.tags?.toString();
        const response = await salesmate.addContact({
            $,
            data,
        });
        $.export("$summary", `Contact successfuly created with id: ${response.Data.id}!`);
        return response;
    },
});

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
SalesmatesalesmateappThis component uses the Salesmate app.
First NamefirstNamestring

First name of the contact.

Last NamelastNamestring

Last name of the contact.

OwnerownerintegerSelect a value from the drop down menu.
Mobilemobilestring

Mobile number of the contact.

CompanycompanyintegerSelect a value from the drop down menu.
Emailemailstring

Email of the contact.

Websitewebsitestring

Website of the contact.

Google Plus HandlegooglePlusHandlestring

Contact's Google Plus profile link.

LinkedIn HandlelinkedInHandlestring

Contact's LinkedIn profile link.

Phonephonestring

Phone number 1 of the contact.

Other PhoneotherPhonestring

Phone number 2 of the contact.

Skype IdskypeIdstring

Contact's Skype ID.

Facebook HandlefacebookHandlestring

Contact's Facebook link.

Twitter HandletwitterHandlestring

Contact's Twitter link.

CurrencycurrencystringSelect a value from the drop down menu.
Designationdesignationstring

Contact's designation.

Billing Address Line 1billingAddressLine1string

Line one of the billing address of the contact.

Billing Address Line 2billingAddressLine2string

Line two of the billing address of the contact.

Billing CitybillingCitystring

City name of contact's address for billing purposes.

Billing Zip CodebillingZipCodestring

Zip code of the billing City.

Billing StatebillingStatestring

State name of contact's address for billing purposes.

Billing CountrybillingCountrystring

Country name of contact's address for billing purposes.

Descriptiondescriptionstring

Description about the contact. It contains an arbitrary string attached to the contact object.

Tagstagsstring[]Select a value from the drop down menu.

Action Authentication

Salesmate uses API keys for authentication. When you connect your Salesmate account, Pipedream securely stores the keys so you can easily authenticate to Salesmate APIs in both code and no-code steps.

To connect Pipedream to your Salesmate account,

First, retrieve your Access Keys:

  • Navigate to your Salesmate account and sign in
  • Click the User dropdown on the top right
  • Go to “My Account” > “Access Key”

Copy and paste the x-linkname below, which is the hostname from your Salesmate dashboard URL. For example, this might be something like demo.salesmate.io.

Finally, paste the domain (if your Salesmate dashboard is demo.salesmate.io, your domain is demo).

About Salesmate

CRM & Unified Customer Platform for Growing Teams.

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